Here’s a list of this week’s best investing reads:
Illusion of Transparency: Your Poker Face is Better Than You Think (Farnam Street)
The Hierarchy of Stock Market Losses (A Wealth of Common Sense)
Is Buying Stocks at an All-Time High a Good Idea? (Meb Faber)
Einhorn and Musk Go Toe-To-Toe On Twitter (CNBC)
“Should We Be Selling Short?” (The Irrelevant Investor)
The Four Most Important Market Indicators (The Reformed Broker)
Why You Shouldn’t Bet Against Warren Buffett (Forbes)
Here are the 10 companies with the most cash on hand (CNBC)
ESG the Right Way: Customization and Not Scale (OSAM)
Halloween Investment Horror Stories (Morningstar)
Cash Back (Humble Dollar)
Eugene Fama and David Booth on the Art and Science of Investing (MIB)
How To Build Your Own BRK (H/T Sanjay Bakshi)
Howard Marks On Global Economic Outlook, Recession (Bloomberg)
Searching for a Buying Opportunity in the Stock Market? Don’t Wait For a Recession (Fortune)
Why the Survival and Dominance of Car Manufacturers is Far from Certain (Vitaliy Katsenelson)
Think Twice When You Hear Predictions of a Market “Crash” (Validea)
Paul Tudor Jones sees the S&P 500 plunging 25% if Warren elected, jumping another 15% on Trump (CNBC)
Total Return Is a Technology (Jason Zweig)
CNBC’s full interview with JPMorgan CEO Jamie Dimon (CNBC)
Why FAANG Is Out and FANMAG Is In — but Whatever You Call It, It’s a Bubble (Barron’s)
Chuck Akre – Extraordinary Companies (WealthTrack)
Warren Buffett: Investing in Turnarounds Is Difficult (GuruFocus)
Realistic Investment Results (Of Dollars and Data)
Mohnish Pabrai on How Biases Lead to Investment Mistakes (MOI Global)
Winners Bet Selectively (Stock and Ladder)
Contrarianism; ESG investing; coal; and climate change (LT3000)
America’s Decade (Albert Bridge Capital)
Has The World Gone Mad? (Prag Cap)
Two Paths to Creative Success in Business and Investing (CFA Institute)
Who Gets What And Why (Barel Karsan)
This week’s best value-investing reads:
It’s Time for a Venial Value-Timing Sin (Cliff Asness)
The Easiest Way To Take Advantage Of The Generational Opportunity In Value (The Felder Report)
Why Investors Should Look for Value Stocks (US News)
This week’s best investing research:
Underpricing IPOs, Trendfollowing, Civil Wars (Jamie Catherwood)
Superstar Investors (Alpha Architect)
Global Growth-Trend Timing (Flirting with Models)
We Eat Dollar Weighted Returns — III (Update) (The Aleph Blog)
Bull Market In US Bonds Still Running Hot In 2019 (The Capital Spectator)
A Critical Look at Backtests with Convenient Starting Date (Price Action Lab)
Factor Investing In Emerging Markets (FactorResearch)
Portable Alpha – It can be generated with alternative risk premia (Mark Rzepczynski)
Can Stocks Still Grind Higher? And 2 More Questions for Q4 (Advisor Perspectives)
Dealing With Data (Bone Fide Wealth)
We are repeatedly asked, what is the weak link that will bring the U.S. economy down? (13D Research)
This week’s best investing podcasts:
TIP267: An Intrinsic Value Assessment w/ Sean Stannard-Stockton (TIP)
The World’s Worst Investor (Animal Spirits)
Steve Markel – The Overachieving Underwriter (Full Disclosure)
Year End Rallies (with Josh and Tony Dwyer) (The Compound Show)
Leon Cooperman – Looking For More For Less (Value Investing with Legends)
An Anthropologist Explains How Wall Street Culture Reshaped The Entire Economy (Odd Lots)
Sam Laakso: A Financial Crisis is on the Way & Will Push Gold Much Higher (Palisade Radio)
45 – Geoff Gannon Interview: Concentrated Investing in Overlooked Stocks (DIY Investing)
How to Recognize the Start of a Trend (Stansberry)
George Rzepecki – Investing in Africa – EP.146 (Invest Like The Best)
Episode #186: Carter Malloy, “I Looked At Farmland And Realized…It’s Wildly Inefficient” (Meb Faber)
Dan Cupkovic – BlackSwan Index (EP.58) (EFT Experience)
How Digital Platforms are Transforming Trust and Governance (Take 15)
#70: Glenn Surowiec; Index Investing Bubble; General Electric (Intelligent Investing)
How Free-Market Economists Got It Wrong (Exponential View)
Should Value Investors Buy Warren Buffett’s Bank Stocks? (Value Investor)
This week’s best investing graphics:
Top 10 Hottest Stocks Since 2000: What if You had Invested $100? (howmuch)
Total Return (%) on $100 Investment
1. Monster Beverage: 62,444%
2. Netflix: 23,071%
3. Equinix: 12,050%
4. Tractor Supply Company: 10,171%
5. Intuitive Surgical: 9,155%
6. Ansys: 7,856%
7. Apple: 7,416%
8. IDEXX Laboratories: 6,822%
9. Mastercard: 6,279%
10. Ross Stores: 6,003%
(Source: howmuch.net)
Animation: How Tech is Eating the Brand World (Visual Capitalist)
(Source: Visual Capitalist)
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